The Phone widget allows visitors to your website to call you directly by clicking a button displayed on the screen. You can add one or more phone numbers, assign them to specific team members or departments, set their availability hours, and customise how the widget appears to your visitors.
This guide will walk you through every step of the setup process in plain, simple language — no technical knowledge required.
Adding the Phone Channel to Your Widget #
When you first open the widget settings, you will land on the Channel Selection screen. This is where you choose which contact channels you want to display on your website — such as Phone, WhatsApp, Email, and others.
To add the Phone channel:
- Click on Phone to add it to your widget.
- Once selected, it will appear in your active channels list at the bottom of the screen.
- You will know it has been added when you see a green phone icon with the label Phone in the list.
Note: You can add multiple channels at the same time. The Phone channel is just one of several options available to you.
Entering Your Phone Number and Contact Details #
After adding the Phone channel, a row of fields will appear for you to fill in. These fields control how your phone contact is displayed to visitors on your website.
Here is what each field means:
- Phone — Type in the phone number you want visitors to call. Always include your country code (for example, +1 for the United States, +44 for the United Kingdom).
- Channel label — This is the text shown to your website visitors next to the phone button. By default it says “Phone” but you can change it to something like “Call Us” or “Speak to Us”.
- Custom image — If you would like to use your own icon instead of the default phone icon, click Choose file and upload your image.
- Channel color — Click the colour box to pick a colour for your phone button. Choose a colour that matches your website’s branding.
- Show on — Select whether the phone button should appear on Desktop, Mobile, or both by clicking the relevant icons.
Tip: If you have more than one phone number — for example, a separate number for Sales and for Support — click the Add new contact button at the top right to add another row and fill in the details the same way.
Editing Individual Contact Settings #
Each phone contact you add has its own individual settings panel. These allow you to personalise each contact further and make it easier for visitors to know who they are reaching out to.
To open a contact’s settings:
- Find the contact row you want to edit.
- Click the Settings button on the right-hand side of that row.
- A panel called Phone contact settings will open.
Role and Contact Avatar #
- Role — Enter the role of the person behind this number, for example “Customer Support”, “Sales”, or “Billing”. This will be shown to visitors so they know who they are calling before they dial.
- Contact avatar — Upload a photo or image for this contact by clicking Choose file. Adding a photo gives a personal touch and helps visitors feel more comfortable reaching out.
Once you have made your changes, click Update contact to save them.
Setting Your Availability Schedule #
You may not want the phone button to be visible to visitors outside of your working hours. The Date Scheduling section lets you control exactly when each contact appears on your website, down to specific hours on specific days of the week.
Choosing Availability Per Day #
You will see a grid showing all seven days of the week — Monday through to Sunday. For each day, click the dropdown menu and select one of the following options:
- All day — The contact will be visible to visitors throughout the entire day. This is the default setting.
- Scheduled — Choose this option to set specific hours. For example, you may want the phone button to appear only between 9:00am and 5:00pm on weekdays.
- Unavailable — Choose this to hide the contact completely on that day, for example on weekends or public holidays.
Copying a Schedule to Multiple Days #
If your availability is the same across several days, you do not need to set each one individually. You can copy one day’s schedule to other days quickly:
- Click the copy icon (the two overlapping squares) next to the day you want to copy from.
- A small menu will appear listing all the other days of the week.
- Tick the days you want to apply the same schedule to.
- Click Apply.
The schedule will be copied across to all the days you selected automatically.
Setting Your Time Zone #
At the bottom of the scheduling section you will find a Time zone dropdown. Make sure this is set to the correct time zone for your business so that your availability hours display accurately to visitors regardless of where they are in the world. By default, it is set to match your website’s time zone.
When you are happy with all the settings, click Update contact to save.
Customizing the Multi-Contact Pop-Up Message #
If you have added more than one phone contact — for example, a Sales number and a Support number — visitors will see a small pop-up when they click the widget button, showing all available contacts for them to choose from. You can customise the text shown in this pop-up to make it feel more welcoming and on-brand.
To customise the pop-up message:
- Click the Multi-contact settings button at the top of the Phone channel panel.
- A window will appear with two fields to fill in:
- Headline — This is the bold title text shown at the top of the pop-up. For example: “We’re here to help!”
- Welcome message text — This is the smaller description text shown below the headline. For example: “How can we assist you today?”
Type in whatever text feels right for your business, then click Update to save your changes.
Final Notes #
Your Phone widget is now fully set up. Visitors to your website will be able to see your phone contact button, know who they are calling, and reach out during the hours you have specified.
If you ever need to make changes — such as updating a phone number, adding a new contact, or adjusting your availability hours — simply return to the widget settings area and follow the same steps outlined in this guide.
Reminder: Always click Update contact or Update after making any changes to ensure your settings are saved correctly.